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Financial Services Agent

R&M Crusaders Inc. Yorba Linda, CA
  • expired: 20 days ago
  • $50,000 to $150,000 Annually
  • Full-Time

R&M Crusaders is a company based in Ontario, CA. We have a new office seeking mission driven candidates, to work with new clients to deliver comprehensive financial planning services, within a world class business model. Important to be independent and have the ability to take on new clients.

Responsibilities Include:

  • Reviewing and compiling client data used in preparation of comprehensive financial plans
  • Develop and manage client relationships, including ongoing and regular meetings and communications
  • Coordinate financial planning and wealth management strategies with clients other advisers, including attorneys and CPA's
  • Running retirement projections and financial scenarios
  • Attending client meetings in a technical, supporting, and learning role
  • Effectively communicate / Interpersonal skills

Benefits:

  • Paid every Tuesday & Friday each week, get paid up to eight to nine times per month
  • Paid trips, bonuses, no cap in income- unlimited income
  • Diversity
  • Dynamic environment and advancement
  • Meaningful work
  • Lucrative Compensation
  • No experience necessary.

Job Types: Full-time, Part-time, Commission

Commission : $50,000.00 to $150,000.00 /year / Bonus Potential